- Chip/Semiconductor Stock - Race for 5G Which chip design/manufacturing stock might be the best poised to leverage the race for 5G in the world? Also, reasons for your evaluation would be helpful. I personally think Qualcomm since they are miles or at least kilometers away from Samsung and Apple in making a 5G modem chip integral to mob
- Roku's potential in the streaming space Considering the increasing competition from Amazon, Apple and other major TV manufacturers (Sony, LG, Samsung), will Roku continue to have a user growth? Where do you see Roku in next 5 years?
- Xiaomi is going IPO in HK Highlights -Valued at apprx. 70~100bn -sizeable m/s in China and India (India smartphone penetration rate is around 30%, Xiaomi no.1 in the market) -Major focus on smartphone, TV, computer, vacuum, etc (All kinds of home appliances) -The margin will never exceed 5%, meaning that they will provid